Investment Q&A

Q: What stocks to sell short if Canadian housing bubble burst? I know the benefits and risks of shorting. As well as the fact that many believe that housing prices would ever go down. Obviously, I have a different opinion and would like to have your objective answer.

Q: In the June 22nd answer below you mentioned significant adjustments (to income?) based upon GRT's foreign currency debt. If CDN $ weakens against USD (as is currently the case) would this be positive or negative to income? Thanks.

It is often difficult to compare a single company with an ETF, of course, because of the lack of diversification. GRT is fairly cheap at 11X cash flow, and offers a good yield. It is buying back stock and it raised its distribution in February. Cash flow rose 6.6% in the 1Q and the payout ratio is 67%. The balance sheet is solid.
One issue impacting performance is currency. Almost all of the company's debt is in foreign currencies, so there can be significant adjustments when currencies move dramatically. This does create some uncertainty. The company was also looking at a privatization and decided not to sell; this also disappointed some investors.
We think it would be fine to own. We would also consider Pure AAR.UN and Dream DIR.UN within the industrial space. have a question about 1113

Q: No one uses price to earnings ratios with theses co. Using AFFO OR FFO which is cheaper?

Q: In which way is EXE cheaper then SIA ???

Q: Good morning,
I would appreciate your opinion upon the earnings and investments recently announced by Inovalis.
Thank you.

Q: Could you give me your opinion on ED.UN's latest earnings?

Thanks

Q: Can u comment on recent earnings news ruf.un,would you
CONSIDER THIS A SMALLER VERSION OF MST.UN?
Thanks

Q: In 2014 the dividend was cut, could you explain what happened? Since 2015 the dividend has been increasing, would you expect this to continue or is the solar business cyclical where the dividend could be cut? Is this company considered as a growth and dividend story?

Q: Please comment on the earnings results of both Dream Global and H & R Reit. Do you think the listing of Dream Global on the Frankfort Exchange will be positive. Would you be adding to these at this time? Thank you for you great service.

Q: Your thoughts on EXE earnings and how they compare to SIA. Thank you.

Q: Your thoughts on their earnings - seems like a pretty cheap stock when looking at FFO. Thank you.

Q: Is this a good long term hold for income.

Q: Hi team

Could you comment on the recent earning by Pure Industrial REIT AAR.UN. I would think going forward their industrial exposure to the USA would be very positive for the stock if the economy takes off. The stock has fallen quite a bit since the recent earning release (I realize part of this is because all high dividend stocks have fallen). I am wondering if I should add more at these levels in a well diversified portfolio?

Stuart

Q: Think you missed the distribution increase for HR.UN "The trustees have approved an increase in the current monthly distribution per Stapled Unit resulting in a $0.03 annual increase to a total of $1.38 per annum."

Q: Any comments on Q3 results?

Q: Any thought on Equitable Group's latest results? Share value is down over 5% on news of increased dividend, increased EPS and increased ROI. Is this because of the mortgage market overall in Canada?

Q: Your thoughts on the recent earnings - thank you.

Q: Can I have you opinion on Q3 results. Thanks.

Q: Not far off 5 year lows and on a dropping trend. Yield is quite high so everyone is expecting a dividend drop I would think. Time to invest or not? If not, what would change your mind?

Q: There has been a significant drop in the share price (~20%) over the last month which I can't understand from the quarterly results. Occupancy remains very high and all metrics appear good to my untrained high except for net income and comprehensive income over the last 3 months, but good over 9 months. Can you shed some light for me please?